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2 Identify Your Goals and Dreams The first step on the path to success is to DREAM IT. Creating goals both business and personal are important. Take a moment to write down what you want to achieve, both in near term and long term. This will help you get off to a quick start! If money weren t an issue, how would you live differently? Business Goals 1. What do you want to accomplish at Primerica? (I ve always wanted to ) 2. When (in what time period) do you want to achieve those goals? 3. Will you allow your upline to hold you accountable? Level 1-10 (choose) Personal Goals 1. What do you want to achieve for yourself/your family? (Financial Independence, etc.) 2. When (in what time period) do you want to achieve those goals? Top 5 Financial Goals Top 5 Personal Goals Review these goals daily to make sure you are on the fast track to success!

3 Marketing Plan First of all we would like to congratulate you on launching your own business and deciding to move towards your goals and dreams. Most companies spend tens of thousands or millions of dollars advertising to sell their products and services. The cost of advertising is built into the price of their products. Therefore, their existing clients are paying for the company to generate new clients and more profits. Who is that system good for? We know that the most efficient and powerful form of advertising is one happy client referring us to another or WORD OF MOUTH ADVERTISING! Have you ever shared a good movie or restaurant with somebody? What was your purpose? Most people involved in any marketing get their start by massive amounts of cold calling or knocking on doors. We believe in a warm market system! Our Marketing plan is to work with a new associate and their warm market, with two objectives in mind:! To get you fully trained and help you develop a client base through an educational process, utilizing the FNA as the cornerstone.! To build you your own financial services brokerage/agency; a distribution system! THE SYSTEM " Build your inventory list " Qualify /Categorize your list " Contact the list " See the list TARGET MARKET " 25 to 55 years old " Married/Couples " Children " Homeowners " Employed Here s what can happen in 30 days: 25 Training List Top 10 = 10 Appointments 6 Clients 3 Recruits 3 New Recruits Top 10 = 30 Appointments 18 Clients 9 Recruits 9 New Recruits Top 10 = 90 Appointments 54 Clients 27 Recruits 27 New Recruits Top 10 = 270 Appointments 162 Clients 81 Recruits Can you see how, by following this system, you ll always have places to go? PURPOSE OF FIELD TRAINING " Training/Confidence " Referrals " Recruits " Acquire Clients Goal: 10 qualified referrals for every field training appointment.

4 Keys To Success 1. Get off to a fast start! - (Complete pre-licensing, 1 life transactions and 1 Recruits in 30 days or sooner, you ll receive a $100 bonus, Fast Track Award and Senior Rep Promotion!) 2. Show up to ALL Meetings and Trainings (show up early & stay late)! 3. Bring new guests with you to opportunity meetings! 4. Listen to audios and read books! 5. Study EVERYTHING on password:pricafe & bizopp for the business overview on the front page. 6. Register on & set up your direct deposit. 7. Follow our system - plug in - HIT YOUR GOALS AND DREAMS! ***REMINDER*** Business Expansion and Training Wednesday s or Thursday s from 7:30pm 9:30pm Business Expansion and Training Saturday from 9:00am 12:00pm Morning Accountability Call Monday - 9:00am (Monday 10:00) (209) /129141# Larry Weidel s Big Hitter Call 9:00am & 5:00pm # Replay line # Hector La Marque s Hierarchy Call *On a loop; starting 11:00am (951) Next FAST START School,

5 Promotion Guidelines ***Attendance to meetings/trainings is REQUIRED for all Promotions*** Senior Rep 35% - # 1 Personal Recruits # $1000 personal premium in one month District Leader 50% # 3 DIRECT Recruits (cumulative) # $2500 Team Premium in 1 month Division Leader 60% (Producers) # $5000 team or personal premium in 1 month # 5 Direct Recruits # Submitted U4 # 3 team licensed (your license counts as 1) # 1 personal recruit and $1000 personal prem in promotion mo. # Acceptable QBI (70% Min) Regional Leader 70% (Reproducers) # $7,500+ in qualifying month # 3 Licensed Direct producing Districts # 1 personal recruit and $1000 personal premium in promotion mo. # 5 licensed team (your license counts as 1) # Series 6 & 63 Licensed # Acceptable QBI (70% Min) SPRINT DISTRICT 1 St 30 days of submitting IBA - 3 direct recruits & 6 FTO s (personal sale counts) Reward Prequalify for District 50% (promoted when life licensed) ipad Mini or similar ($320 value)! Company Fast Start Award 3 recruits and 3 FTO s in your first 30 days earns you $300 once licensed RVP 110% + potential Bonuses # $10,000+ for 2 Consecutive months # 3 X $5,000 Personal production in qualifying months (for personal momentum) # 6 Direct District Leaders or 2 Division leaders or 1 Regional leader # Total team Codes 30 ( 7 minimum after Promotion exchange) # Series 26 licensed (registered Principle) # Acceptable QBI (70% Min) # $30,000 income in the previous 12 months # Replacement/Promotion Exchange 15 codes, RVP s choice (7,500-$10,000 per month/last 90 days) $1500 bonusable premium max per life insurance transaction Flanked agents get credit for promotion A Level 1 Field trainer is someone who can get a new recruit and help them build a list and set appointments. A Level 2 Field trainer is a proven producer and recruiter who splits sales with Level 1 Trainers if set by level 1 trainer All personal life sales are bought from your Recruiter! All new associates must Witness 2 life sales written by trainer before they can go solo! Financial independence comes by producing qualified field trainers.

6 Commission Schedule Level $83/mo x 12 months = $1,000 Annual Premium RVP Overrides REP 25.00% $250 $850 SREP 35.00% $350 $750 DIV 50.00% $500 $600 DIS 60.00% $600 $500 REG 70.00% $700 $400 RVP % $1,100 $ st 15.00% $150 2 nd 10.00% 3 rd 5.00% 4 th 1.75% 5 th 0.75% 6 th 0.75% Total: %* *Does not include Potential Bonuses $100 $50 $17.50 $7.50 $7.50

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8 Text Messaging Scripts New Associate Text (Fast Start Recruiting) I just got started working with a new company working at a financial firm. They are expanding and looking for more sharp people and I thought you might qualify. I listed you as someone who may be interested. Lookout for a phone call from. New Associate Text (Fast Start Training) I just listed your name as a character reference for a financial firm I just started working with. Possibly be on the lookout for a phone call from. Say nice things! S.T.E.A.M. Text (Interviews/Prospecting) Hey, I just met with someone who runs a financial firm. I was asked if I knew anyone that was hardworking and very ambitious and may be open to part-time or fulltime work and I thought of you. Be on the look out for a call from. Referral Text (Sent from Client(s) to Referrals) I sat down with a financial coach who enhanced the way I view my finances. As a personal favor to me, please take a 5 minute phone call from!

9 Accountability Sub Starter Star $ Decide what level you want to play! $ Agree on the price It will take! Thief Gambler Champion Qualified Appointments Committed FNA S Qualified Committed Closes SUB: 1 CYCLE A MONTH STARTER: 2 CYCLES A MONTH STAR: 1 CYCLE A WEEK! (30:30) Qualified Committed Recruit o Let s agree on a level of accountability! o If I am not giving everything you need, you get on me! o Can I keep you accountable o If it get a little hard, we can always back it down.

10 Coach s Oath Your success will be directly correlated to how disciplined you are in preparing yourself. Success if found where opportunity and preparation meet. Through Preparation, success is inevitable. My goal is to help you accomplish your goals and dreams, regardless of their size and scope. I am fully committed to you and your success. I will invest my time in those of you who are serious about your success. I will judge your seriousness based on your actions. You and you alone control your actions. And, you and you alone control your success. I will coach and guide you to any level of success you desire. Ultimately I can t and won t do it for you. But, I can help you if you submit to my coaching, mentoring and accountability. This, of course, is, 100% voluntary. I only work with willing participants. I will not hound or chase you. I realize people have different goals and dreams and levels of self-confidence. I won t push you any more than you want to be pushed. I am not your boss, nor do I want to be your boss. I am your mentor, coach and leader. I simply want you to have what you desire for you and your family. Be clear about what you want, and I will coach you on how to accomplish it with Primerica. I can t wait to help you. Sincerely,!!!!